See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
HK FINANCIAL SERVICES1+ years Service code 15 · EIN 42-1447865 | Recordkeeping | $1,860 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,597 | $25,302-81.8% | $74,701-93.8% | $67,579-93.2% |
| Participation rate | 21.3% | 37.8%-16.5pp | 54.5%-33.1pp | 71.3%-50.0pp |
| Annual return | 0.00% | 10291.17%-10291.2pp | 752.92%-752.9pp | 378.56%-378.6pp |
| Employer contribution / active EE | $328 | $446-26.5% | $1,084-69.7% | $2,148-84.7% |
| Participant deferral / active EE | $580 | $954-39.2% | $1,964-70.5% | $3,539-83.6% |
| Admin fee / account holder | $21 | $108-80.4% | $3,333-99.4% | $142-85.1% |